Filed January 14, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,488 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,782 | $74,089+2.3% | $133,980-43.4% | $55,167+37.4% |
| Participation rate | 90.7% | 84.3%+6.4pp | 87.1%+3.6pp | 69.0%+21.7pp |
| Annual return | 7.49% | 12.11%-4.6pp | 29.30%-21.8pp | 169.23%-161.7pp |
| Employer contribution / active EE | $4,272 | $3,064+39.5% | $5,211-18.0% | $1,963+117.7% |
| Participant deferral / active EE | $3,241 | $4,678-30.7% | $6,282-48.4% | $3,054+6.1% |
| Admin fee / account holder | $22 | $458-95.2% | $9,324-99.8% | $504-95.6% |